H. Adam Holt, CFP and Derek N.H. Notman, CFP

Rethink. Financial Advice

Unisciti ai leader fintech Adam Holt e Derek Notman mentre esplorano la consulenza finanziaria moderna. Aspettati nuove intuizioni, discussioni oneste e un pizzico di divertimento ribelle.

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Why advisors are failing at organic growth featuring Joe Duran

S3 E72 • 40 mins • Mar 26, 2025

Episodi recenti

Mar 26, 2025

Why advisors are failing at organic growth featuring Joe Duran

S3 E72 • 40 mins

Feb 26, 2025

Invest in conversations before technology featuring Derrick Kinney

S3 E71 • 38 mins

Jan 24, 2025

TradePMR's Product Vision for Advisors featuring Jon Patullo

S3 E70 • 32 mins

Dec 20, 2024

Organic growth, investors, and exits with Abby Salameh

S3 E69 • 32 mins

Dec 9, 2024

Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

S3 E68 • 37 mins

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